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OMAH

VistaShares Target 15 Berkshire Select Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RAS
26
RPS Advisory Solutions
Kentucky
$905K -$15.4K -831 -2%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$800K +$9.09K +489 +1%
PI
28
PFG Investments
New York
$750K +$173K +9,335 +30%
OBWG
29
Onyx Bridge Wealth Group
New York
$750K +$42.3K +2,276 +6%
DIM
30
Delta Investment Management
California
$711K +$176K +9,457 +33%
DWP
31
Daymark Wealth Partners
Ohio
$686K +$487K +26,200 +238%
Raymond James Financial
32
Raymond James Financial
Florida
$686K +$691K +37,183 New
NA
33
NewEdge Advisors
Louisiana
$663K +$161K +8,644 +32%
P
34
&Partners
Tennessee
$646K +$651K +35,030 New
WP
35
WealthShield Partners
North Carolina
$641K -$72.8K -3,919 -10%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$608K +$613K +32,965 New
Truist Financial
37
Truist Financial
North Carolina
$606K +$611K +32,875 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$572K +$68.3K +3,677 +13%
NW
39
Naviter Wealth
Arkansas
$550K +$554K +29,830 New
EWM
40
Elevatus Welath Management
New York
$540K
BWP
41
Balboa Wealth Partners
Arizona
$512K -$290K -15,609 -36%
HIP
42
HUB Investment Partners
Texas
$505K +$509K +27,400 New
RA
43
RFG Advisory
Alabama
$413K +$184K +9,927 +79%
IA
44
Integrity Alliance
Iowa
$398K +$115K +6,169 +40%
Creative Planning
45
Creative Planning
Kansas
$392K -$10.6K -571 -3%
SCA
46
Snowden Capital Advisors
New York
$388K +$30.2K +1,625 +8%
BCA
47
Bay Colony Advisors
Massachusetts
$313K +$316K +16,995 New
KWM
48
Kingsview Wealth Management
Oregon
$293K +$295K +15,885 New
Mariner
49
Mariner
Kansas
$253K +$255K +13,739 New
CCG
50
Capital CS Group
California
$249K +$27.9K +1,500 +13%